See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,133 | $39,162-10.3% | $100,671-65.1% | $59,632-41.1% |
| Participation rate | 78.7% | 55.9%+22.8pp | 70.7%+8.0pp | 68.7%+10.0pp |
| Annual return | -0.28% | 21.07%-21.4pp | 20.43%-20.7pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $546 | $1,151-52.6% | $4,012-86.4% | $2,203-75.2% |
| Participant deferral / active EE | $1,895 | $1,992-4.9% | $3,144-39.7% | $3,192-40.6% |
| Admin fee / account holder | $3,653 | $2,969+23.0% | $4,850-24.7% | $4,297-15.0% |